Average annual returns
Through 20251 year
27.45%
3 year
24.53%
5 year
11.90%
10 year
12.31%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
81 months through April 30, 2026Volatility (ann.)
11.17%
Sharpe
2.30
Sortino
6.13
Max drawdown
-28.92%
Best month
13.18%
Worst month
-11.09%
Beta vs VTSAX
0.78
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.